Tag
rsu-tax-india
11 posts tagged rsu-tax-india
- US Investing·
RSU vesting during the year of return: the attribution rule, worked example, and documentation requirements
Complete guide to RSU vests that straddle US and India service periods during your year of return. The DTAA Article 16 attribution rule, days-in-India calculation, multiple worked scenarios, Form 12BA reconciliation, and documentation to defend the attribution position on audit.
- US Investing·
RSU vesting while in US vs India: the residency rules that decide which country taxes you
Where you were physically located at vest decides the tax treatment. The Indian and US residency frameworks, the RNOR bridge year, and worked examples for each state transition an Indian tech worker hits.
- US Investing·
From vest to ITR-2: the complete 12-step workflow for Indian RSU holders
Complete ITR-2 walkthrough for Indian RSU holders. Schedule S (salary), Schedule CG (capital gains), Schedule FA (foreign assets), Form 44 FTC claim, e-verification. Twelve steps with the exact fields.
- US Investing·
RSU double-taxation explained: how Indian residents get taxed at vest, sale, and dividend
How RSU taxation actually works for Indian residents. Perquisite tax at vest, capital gains at sale, dividend withholding, DTAA reconciliation. Three worked examples with INR numbers.
- US Investing·
Reading your Morgan Stanley StockPlan Connect statement: a field-by-field guide for Indian residents
Field-by-field walkthrough of your Morgan Stanley statement. Where vest dates appear, how to find cost basis correctly, the 1042-S you might be missing, and how to file ITR-2 without errors.
- US Investing·
NVIDIA RSU India guide: Schwab Equity Awards, the post-split cost basis, and when your equity vest exceeds your salary
Complete guide to NVIDIA RSU taxation for Indian residents. Charles Schwab Equity Awards walkthrough, 10-for-1 split cost basis adjustments, PSU appreciation at senior levels, ESPP at 15% with 6-month lookback, and 4-year worked example with INR numbers.
- US Investing·
Microsoft RSU India guide: On-Hire grants, Annual Stock Awards, ESPP at 10%, and the densest vest calendar in tech
Complete guide to Microsoft Stock Awards taxation for Indian residents. On-Hire grants + Annual Stock Awards stacking, Morgan Stanley StockPlan Connect, MSFT ESPP at 10% discount, quarterly dividend FTC, and 5-year worked example with INR numbers.
- US Investing·
Meta RSU India guide: Schwab Equity Awards, monthly disbursement, PSU multipliers, and the dividend that started in 2024
Complete guide to Meta RSU and PSU taxation for Indian residents. Charles Schwab Equity Awards walkthrough, 25-25-25-25 annual vest with monthly disbursement, PSU performance multipliers, Meta dividend FTC, and 4-year worked example with INR numbers.
- US Investing·
Google (Alphabet) RSU India guide: the 33-22-25-20 vesting schedule and what it means for your tax
Complete guide to Google GSU taxation for Indian residents. The new 33-22-25-20 front-loaded schedule, Morgan Stanley StockPlan Connect walkthrough, Alphabet dividend FTC, refresh grant stacking, and 4-year worked example with INR numbers.
- US Investing·
Apple RSU India guide: semi-annual vests, ESPP at 15% with 6-month lookback, and the cleanest equity calendar in the cohort
Complete guide to Apple RSU taxation for Indian residents. Semi-annual vesting, the AAPL ESPP at 15% discount with 6-month lookback (the most generous in the cohort), quarterly dividend FTC, Performance RSUs, and 4-year worked example with INR numbers.
- US Investing·
Amazon RSU India guide: the 5-15-40-40 back-weighted vesting, sign-on bonuses, and the Year 3 perquisite cliff
Complete guide to Amazon RSU taxation for Indian residents. The 5-15-40-40 back-weighted vesting schedule, Sign-on Bonus 1 + 2 mechanics, Morgan Stanley or Fidelity choice, and 4-year worked example showing the Year 3 tax spike with INR numbers.